Wind数据显示，截至7月7日，已有49家上市公司披露中报业绩预告，其中37家业绩预增。分板块来 看，科创板上市公司释放业绩向好信号，板块中半导体行业公司泰凌微、芯动联科、芯朋微等均预告 2025年上半年归母净利同比大增。创业板中盈利家数近10家，汽车、电子板块表现亮眼，涛涛车业、长 川科技等预增近100%。 科创100ETF增强指数基金(588680)一度涨超1%。拉长时间看，截至7月7日，科创100ETF增强指数基金 近1年净值上涨51.41%，排名可比基金第一，近3个月超越基准年化收益为16.15%，排名可比基金第 一。 东方证券指出，中国科技创新发展带动经济新旧动能转换，是当下时代最激动人心的主题。在各个行业 普遍更加注重开放、交叉、合作的当下，"强链补链"、"围绕产业链部署创新链"、企业间通过竞争锻造 更强实力的意义被大大低估，由此判断，在科技与产业的领域，未来基于协同的创新将层出不穷，成为 持续提振投资者预期与信心的催化剂。 财通证券认为，在当前市场高位整固阶段，中报披露期是挖掘结构性机会的关键窗口。市场整体估值承 压时，业绩驱动成为关键因素。可结合行业景气度分批布局，关注"营收增速跳升"和"盈利 ...

2025年6月5日午后，双创50增强ETF(588320)涨超1%。拉长时间看，截至6月4日，双创50增强ETF近1 年累计上涨15.08%，涨幅排名可比基金第一。从收益能力看，截至2025年6月4日，双创50增强ETF近6 个月超越基准年化收益为3.95%，排名可比基金第一。 科创100ETF增强指数基金(588680)涨超1%。拉长时间看，截至6月4日，科创100ETF增强指数基金近半 年累计上涨8.21%，涨幅排名可比基金第一。从收益能力看，科创100ETF增强指数基金近3个月超越基 准年化收益为10.99%，排名可比基金第一。 基本面上，5月25日，双创50ETF增强(588320)成份股海光信息发布停牌公告，正在筹划由公司通过向中 科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光并发行A股股票募集配套资金。中 科曙光与海光信息进行整合，将优化从芯片到软件、系统的产业布局，汇聚信息产业链上下游优质资 源，全面发挥龙头企业引领带动作用，实现产业链"强链补链延链"。 科技行业催化不断的大背景下，聚焦新兴产业投资的双创50增强ETF(588320)、科创100ETF增强基金 (588680)受到 ...

Market Performance - The Shanghai Composite Index rose by 0.76%, the Shenzhen Component Index increased by 0.52%, the ChiNext Index grew by 1.38%, and the CSI 300 Index climbed by 1.12% during the week of May 12 to May 16, 2025 [1] Economic Developments - A significant consensus was reached between China and the U.S. regarding tariff reductions, with the U.S. committing to cancel 91% of tariffs on Chinese goods and modifying a 34% tariff, while China reciprocated by canceling 91% of its counter-tariffs [1] - The People's Bank of China reported that new RMB loans amounted to 280 billion, down from 3.64 trillion, and the social financing scale was 1.1585 trillion, down from 5.8897 trillion [1] Company Developments - CATL announced its IPO price at HKD 263.00 per share, with a fundraising scale of USD 4.6 billion, potentially reaching USD 5.3 billion if the over-allotment option is exercised, making it one of the largest IPOs in Hong Kong in recent years [2] - Following its listing, CATL will operate on both A-share and H-share platforms, supporting overseas capacity expansion and technology research and development [2] ETF Insights - The Double Innovation 50 ETF (588320) closely tracks the ChiNext 50 Index, focusing on large-cap emerging industry companies, and aims to reflect the overall performance of these sectors [3] - The ETF has shown a 16.39% increase in net value over the past year, ranking first among comparable funds, with a maximum monthly return of 28.51% since inception [3] Investment Opportunities - The focus on new productive forces is seen as a key driver for high-quality development and economic growth in China, with investment opportunities arising from the transformation of traditional industries and the cultivation of emerging sectors [4] - The intensification of technological friction highlights the need for self-sufficiency in supply chains, presenting investment opportunities in domestic alternatives and breakthroughs in core technologies [4]